# Mokan Wealth Management

Mokan Wealth Management is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** mokanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/mokanwealth

## Regulatory record

- **CRD number:** 328005
- **SEC file number:** 801-130379
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-28T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Mokan Wealth Management operates from Overland Park, Kansas, as a fee-only registered investment advisor. The firm, led by a principal identified publicly only as Kyle, structures its client relationships around a fiduciary standard that rejects commissions, kick-backs, and sales incentives. This compensation model legally binds the firm to prioritize client interests over product sales, a structural departure from the brokerage-based advice common among high-net-worth wealth managers. The firm's investment posture centers on portfolio management, financial planning, and retirement planning for individuals and high-net-worth clients. Kyle directly manages portfolios with an explicit focus on downside protection — client testimonials reference safeguards designed to anticipate and buffer against adverse market conditions. The advisory service spans ongoing strategic asset allocation rather than episodic transactional advice, though specific asset-class weightings, direct indexing utilization, or alternative investment access are not publicly detailed. Public information on Mokan's scale, team size, or total assets under advisement is not available. The firm maintains no LinkedIn presence, and its web footprint is limited to a single-page site outlining its fiduciary pledge and a client endorsement of Kyle's portfolio management. No adjacent vehicles, philanthropic structures, or external co-investment platforms are disclosed. The firm's operational history and founding date are not documented in public or regulatory filings reviewable at the time of research. Mokan's structural differentiator lies in its pure fiduciary posture combined with an intentionally minimal public interface. This architecture creates a direct, unbundled accountability chain — unusual even among small registered investment advisors, where client-facing advisors often separate portfolio management from planning.

## Sectors

- Financial Services

## People

- Kyle — Principal

## Questions

### Is Mokan Wealth Management a fiduciary, and how does its fee structure work?

Mokan explicitly positions as a fee-only fiduciary, meaning it is legally obligated to act in clients' best interests and does not accept commissions, kick-backs, or sales incentives. This structure removes the product-sale conflict common at commission-based brokerages. The firm discloses this stance directly on its website, though it does not publish a specific fee schedule or minimum account size.

### Does Mokan Wealth Management have a minimum asset threshold for clients?

The firm's website references high-net-worth individuals among its client base alongside individuals, but it publishes no minimum investable asset threshold. Without a disclosed AUM or client-count figure, the concentration of its high-net-worth practice relative to its broader advisory services remains unquantified.

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Updated: 2026-08-11T02:43:31.692Z

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